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IYSMX vs VSCIX
IYSMX vs VSCIX Comparison
Open Charts IYSMX vs VSCIX
Macquarie Smid Cap Core Fund
Price$16.46
Change-$0.38 (-2.26%)
VolumeN/A
Net Assets346.72M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
IYSMX vs VSCIX Comparison Chart
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IYSMX vs. VSCIX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IYSMX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. IYSMX (347M). VSCIX pays higher dividends than IYSMX: VSCIX (1.43) vs IYSMX (0.55). IYSMX was incepted earlier than VSCIX: IYSMX (12 years) vs VSCIX (28 years). IYSMX is a more actively managed with annual turnover of: 13.00 vs. VSCIX (12.00). IYSMX has a lower initial minimum investment than VSCIX: IYSMX (0) vs VSCIX (5000000). IYSMX (11.33) and VSCIX (11.25) have marching annual gain over last year. VSCIX return over 5 years is better than : 44.48 vs. IYSMX (-7.50).
| IYSMX | VSCIX | IYSMX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | -1.082 | -0.304 | 356% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 161B | 0% |
| Annual Yield % from dividends | 0.55 | 1.43 | 39% |
| Returns for 1 year | 11.33 | 11.25 | 101% |
| Returns for 3 years | -5.76 | 18.86 | -31% |
| Returns for 5 years | -7.50 | 44.48 | -17% |
| Returns for 10 years | -4.46 | 105.81 | -4% |